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For Colleges: Configuring Slate Integration with Scoir

Actions described in this guide require the Account Administrator role.

How do I set up a Slate integration with Scoir?

Scoir supports the delivery of document batches via SFTP, the approach recommended by Slate for integrations that include a need for document imports. To ease the burden on college admissions staff, Technolutions℠ and Scoir have teamed to simplify the steps required to enable connectivity between systems.

Part 1: Connect Slate and Scoir

Technolutions℠ has preconfigured Source Format and Scoir User templates that can easily be added in your instance of Slate.

STEP 1: In your Source Format Library, add both the Scoir CSV and ScoirMaterials templates. (NOTE: If you already have a DIP import created for Scoir, you will also need to inactivate the existing Source Format prior to using this standardized integration.)

STEP 2: In your Slate Template Library, scroll down to the Users section and add the Scoir Service Account (you’ll need to click “Add” a second time in the pop-up window)

STEP 3: Login to Scoir, go to the Configure Integrations tab, for Username enter the domain associated with your Slate system (see tips below), and test connectivity.

If you do not yet have a Scoir account, CLICK HERE to create your free account.

STEP 4: Activate your SFTP integration with Slate

Part 2:  Map Scoir fields & document types

When you receive your first batch file from Scoir, you will need to finalize mappings in order to complete the import setup process. These steps are completed by completing a Remap of each of the Format Definitions in Slate.

STEP 1: Remap Scoir CSV Source Format

While several fields are already mapped in the CSV template, Scoir’s source file also contains numerous additional fields (e.g. Common App ID, Backup Email, Class Year, and many data points extracted from various student materials). To benefit from these fields, you will need to manually map them to their corresponding Slate fields.

STEP 2: Finalize & Activate the Scoir (CSV) Source Format

On the Import Automation tab, set Import Order to “1” and Save.

On the General tab, set Remap Active to “Active”.

STEP 3: Remap ScoirMaterials Source Format Fields & Values

Limited Field Mapping should be necessary, but the defaults should be reviewed. IMPORTANT: If you have configured any materials as school-scoped, you will need to map the CEEB Source Field to Slate’s “School: CEEB Code” Destination.

Scoir Document Types should be associated with your unique Material Codes in the Value Mappings Stage. 

STEP 4: Complete the setup of your ScoirMaterials Source Format and activate.

On the Import Automation tab, set Import Order to “2” and Save.

On the General tab, set Remap Active to “Active”. 

STEP 5: Files should now be processed and added to the corresponding students’ records. Confirm that incoming documents are saved to the Materials tab of the associated student records

If the Scoir batch file contains documents for a student not in your system, Slate will create a new student record for that prospective applicant.

Part 3: Overview Video on Slate Mapping

How did we do?

For Colleges: Configuring SFTP Integration with Scoir

For Colleges: Configuring Download & Delivery Preferences